DHS News and Press, WisdomTree U.S. High Dividend Fund From 02/27/23

Summary We think value stocks can outperform as interest rates head higher. Regions and sectors help us find quality within value and growth at a reasonable price. Stocks slid after the Federal Reserve’s preferred inflation gauge showed persistently high inflation, reinforcing wh...

WisdomTree U.S. High Dividend Fund ( NYSEARCA: DHS ) - $0.1950 . 30-Day SEC Yield of 4.00% as of Feb. 21. Payable Feb 27; for shareholders of record Feb 23; ex-div Feb 22. For further details see: WisdomTree U.S. High Dividend Fund declares monthly distribution of $0...

Summary 2022 was a year where, suddenly, the value style of investing dramatically outperformed the growth style. Sector exposure is a detail useful to help in characterizing different index exposures. The S&P 500 Growth Index added Energy sector exposure due to strong price mom...

Summary DIVZ is an actively-managed dividend ETF focusing on a select group of low-volatile blue-chip stocks. The expense ratio is 0.65% and assets under management are up to $78 million. I initiated coverage on DIVZ in September 2022 and was excited for its potential. The fund's manage...

Summary SCHD is a top dividend growth ETF, but it's not perfect. In a recent article, I described how poorly it ranked on diversification and growth. Fortunately, it's easy to fill these gaps. I'll take you through my process of finding two complementary ETFs, and provide a fundamentals...

Summary Not all value strategies are created equal, and some stocks are cheap for a reason. Over the last 25 years, from 1997 to 2022, the MSCI USA Quality Index delivered an 8.6% annual return. In our view, falling earnings estimates, slowing GDP growth and tighter monetary policy ...

Summary 2023 may be an inflection point for the equity markets. When we look at the valuations around the globe at the region or country level, everything looks really cheap. We believe the markets will stay volatile in 2023. By Melda Mergen, CFA, CAIA, Global Head of Eq...

Summary Amid the worst rout for US stocks in more than a decade, Value stocks showed impressive staying power, finishing in 2022 with far smaller losses than their Growth counterparts and the US market overall. Though Value’s outperformance versus Growth spanned most industries i...

Summary International Monetary Fund has warned that the upcoming recession will likely leave the global economy fundamentally damaged. While inflation has begun showing signs of easing globally, central banks in the U.S., Europe, and the UK continue to remain hawkish. As interest ra...

Summary Avoiding growth last year paid enormous dividends, but I didn’t predict that growth stocks would fall in 2022, just that I couldn’t own them and fulfill our fiduciary duty. Near-term stock market performance is negatively correlated with economic growth. Commod...